Purchases and Sales Made in Q2 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2023. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-32- 2.75% |
$14.7K - $16.8K
|
1.13K
$592K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 0.44% |
$15.1K - $17.4K
|
7.45K
$3.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-33- 4.5% |
$15.1K - $17.4K
|
701
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 6.23% |
$15.1K - $17.4K
|
497
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.71% |
$15.1K - $17.4K
|
4.65K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-33- 6.76% |
$15.1K - $17.4K
|
455
$238K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.71% |
$15.1K - $17.4K
|
4.65K
$2.43M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-34- 2.13% |
$15.6K - $17.9K
|
1.56K
$817K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-34- 0.87% |
$15.6K - $17.9K
|
3.86K
$2.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-35- 4.18% |
$16K - $18.4K
|
802
$420K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35- 0.06% |
$16K - $18.4K
|
59.6K
$31.2M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-35- 3.72% |
$16K - $18.4K
|
906
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-35- 6.57% |
$16K - $18.4K
|
498
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-36- 19.15% |
$16.5K - $18.9K
|
152
$79.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36- 5.27% |
$16.5K - $18.9K
|
647
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-36- 2.1% |
$16.5K - $18.9K
|
1.68K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-36- 1.22% |
$16.5K - $18.9K
|
2.92K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-36- 2.03% |
$16.5K - $18.9K
|
1.74K
$911K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-36- 87.8% |
$16.5K - $18.9K
|
5
$2.62K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-37- 4.01% |
$17K - $19.5K
|
886
$464K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-37- 2.04% |
$17K - $19.5K
|
1.78K
$932K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-37- 0.71% |
$17K - $19.5K
|
5.15K
$2.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-37- 0.59% |
$17K - $19.5K
|
6.18K
$3.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-38- 0.68% |
$17.4K - $20K
|
5.57K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-38- 0.74% |
$17.4K - $20K
|
5.11K
$2.67M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-38- 3.64% |
$17.4K - $20K
|
1.01K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-38- 0.57% |
$17.4K - $20K
|
6.64K
$3.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-38- 0.32% |
$17.4K - $20K
|
11.8K
$6.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-38- 0.31% |
$17.4K - $20K
|
12.1K
$6.34M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-38- 2.3% |
$17.4K - $20K
|
1.61K
$843K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-38- 1.44% |
$17.4K - $20K
|
2.61K
$1.37M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-39- 2.66% |
$17.9K - $20.5K
|
1.43K
$747K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-39- 2.73% |
$17.9K - $20.5K
|
1.39K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-39- 20.0% |
$17.9K - $20.5K
|
156
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-39- 1.35% |
$17.9K - $20.5K
|
2.86K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-39- 6.08% |
$17.9K - $20.5K
|
602
$315K
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-40- 0.36% |
$18.3K - $21K
|
11.1K
$5.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-40- 1.46% |
$18.3K - $21K
|
2.71K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 5.72% |
$18.3K - $21K
|
659
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-40- 2.37% |
$18.3K - $21K
|
1.65K
$864K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-40- 2.23% |
$18.3K - $21K
|
1.76K
$919K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.78% |
$18.3K - $21K
|
5.07K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-40- 1.57% |
$18.3K - $21K
|
2.51K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-40- 0.6% |
$18.3K - $21K
|
6.67K
$3.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-41- 0.56% |
$18.8K - $21.6K
|
7.24K
$3.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-41- 5.59% |
$18.8K - $21.6K
|
693
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-41- 0.81% |
$18.8K - $21.6K
|
5.04K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-42- 2.23% |
$19.3K - $22.1K
|
1.85K
$966K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-42- 0.1% |
$19.3K - $22.1K
|
42.1K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-42- 2.66% |
$19.3K - $22.1K
|
1.54K
$805K
|